Financial Planning & Analysis (FP&A) Associate Dallas, TX
Looking to take your FP&A career to the next level? We're partnering with a private O&G investment management firm with $9B+ in managed assets to find a Financial Planning & Analysis Associate for their growing team in Dallas.
Location: North Dallas Hybrid Schedule (3 days onsite, Monday & Friday remote)
Compensation: Competitive.
Industry: Private Equity / Investment Management Oil & Gas
Reports To: Sr. VP of Finance
High Visibility: Direct exposure to CFO, C-Suite, and Board of Directors
Why You'll Love This Opportunity:
Fully paid medical coverage for you + children (75% for spouse)
401k match up to 7%
6 weeks of PTO + 11 paid holidays
Private employee fitness center + upscale lounge area with panoramic views
Hands-on mentorship from seasoned finance leadership
Real potential for upward mobility
What You'll Do:
- Lead annual budgeting & forecasting processes
- Build & update corporate financial models integrating asset-level cash flow forecasts
- Conduct variance analysis and deliver insights to leadership
- Develop board & investor presentations
- Collaborate cross-functionally with Treasury, Accounting, and Operations
- Support decisions around capital spending & long-term strategy
What We're Looking For:
- Bachelor's degree in Finance or Accounting
- 3-5 years of finance experience, including at least 2 years focused on FP&A
- Strong grasp of cash flow forecasting, financial modeling, and sensitivity analysis
- Experience from Investment Banking or Real Estate Investment preferred
- Bonus if you've worked with SQL or Onestream
- Polished communication skills - must be comfortable presenting to executives and board members
If you're ready to bring financial insights to the table and be a key player in a high-performing, close-knit finance team, let's connect.
&A